Our People

Lisa A. Van Fleet

Partner

, Bryan Cave LLP
St. Louis

Tel

1 314 259 2326

Fax

1 314 552 8326
lavanfleet@bryancave.com
Download vCard

Lisa A. Van Fleet

Partner


St. Louis



One Metropolitan Square
211 North Broadway, Suite 3600
St. Louis, Missouri 63102-2750

Phone:

1 314 259 2326

Fax:

1 314 552 8326

email:

lavanfleet@bryancave.com

Lisa Van Fleet is the leader of the firm's Employee Benefits and Executive Compensation Client Service Group. She counsels clients, including tax-exempt organizations, with respect to qualified and nonqualified retirement plans, welfare and fringe benefit plans, and deferred and equity-based compensation. She has designed and implemented strategies for integration of employee benefit plans in mergers, acquisitions and similar corporate transactions. Ms. Van Fleet has defended clients in connection with Internal Revenue Service and Department of Labor audits of employee benefit plans and represented clients seeking rulings and exemptions from their national offices.

In addition, Ms. Van Fleet is a member of the firm’s Tax Advice and Controversy Client Service Group and works closely with the Hedge Fund Client Service Group, counseling clients on complex ERISA regulatory compliance matters, including the plan asset rules, fiduciary duties and prohibited transactions.

Ms. Van Fleet is a frequent speaker and writer on employee benefit and tax-related topics and is often quoted in professional journals and business publications. She has served for many years as an adjunct professor of law at Saint Louis University School of Law teaching employee benefits courses.

Areas of Concentration:

Qualified and nonqualified retirement plans, executive compensation, deferred compensation, equity based compensation, welfare benefit plans, compensation and benefit plans for tax-exempt organizations, multiemployer plans, plan asset vehicles, fiduciary duties, prohibited transactions, COBRA, HIPAA, FMLA and employee benefits in corporate transactions.

Professional Affiliations

  • American Bar Association
    • Vice Chair, Deferred Compensation Section of REPTE
    • Previously served as Deputy Chair, Fiduciary Section of REPTE
  • American Law Institute CLE
    • Advisory Committee
  • TEGE: Tax Exempt & Governmental Entities (a national coalition between Benefits practitioners and government regulatory agencies) - Deputy Chair
  • Missouri Bar Association
  • Bar Association of Metropolitan St. Louis - Secretary of the Employee Benefits Section

Civic Involvement and Honors

  • Best Lawyers in America
  • Super Lawyers in Missouri & Kansas
  • Super Lawyers Corporate Counsel Edition
  • Who’s Who of American Women
  • Who’s Who of American Lawyers
  • AV Preeminent Woman Lawyer

Lisa Van Fleet is the leader of the firm's Employee Benefits and Executive Compensation Client Service Group. She counsels clients, including tax-exempt organizations, with respect to qualified and nonqualified retirement plans, welfare and fringe benefit plans, and deferred and equity-based compensation. She has designed and implemented strategies for integration of employee benefit plans in mergers, acquisitions and similar corporate transactions. Ms. Van Fleet has defended clients in connection with Internal Revenue Service and Department of Labor audits of employee benefit plans and represented clients seeking rulings and exemptions from their national offices.

In addition, Ms. Van Fleet is a member of the firm’s Tax Advice and Controversy Client Service Group and works closely with the Hedge Fund Client Service Group, counseling clients on complex ERISA regulatory compliance matters, including the plan asset rules, fiduciary duties and prohibited transactions.

Ms. Van Fleet is a frequent speaker and writer on employee benefit and tax-related topics and is often quoted in professional journals and business publications. She has served for many years as an adjunct professor of law at Saint Louis University School of Law teaching employee benefits courses.

Areas of Concentration:

Qualified and nonqualified retirement plans, executive compensation, deferred compensation, equity based compensation, welfare benefit plans, compensation and benefit plans for tax-exempt organizations, multiemployer plans, plan asset vehicles, fiduciary duties, prohibited transactions, COBRA, HIPAA, FMLA and employee benefits in corporate transactions.

Bar and Court Admissions

Missouri, 1989

Illinois, 1990

Indiana, 1985

United States Tax Court

United States Court of Federal Claims

United States Court of Appeals for the Seventh Circuit

United States District Courts for the Northern and Southern Districts of Indiana

Education

Valparaiso University, J.D., 1985

Valparaiso University, B.S.W., highest distinction, 1982

Publications

  • "The ACA Deadline is Running - Are You?" Ingram's, December 2012
  • "Current State of Health Reform - An Ever-Changing Environment for Employers," Ingram's, July 2011
  • "Correcting 409A Violations," St. Louis Bar Journal, 2009
  • "Reminder: New Federal Regulations Regarding Anti-Discrimination on the Basis of Genetic Information," Privacy and Data Security Law Journal, 2008
  • "Designing and Administering Stock Plans under the Final Section 409A Regulations," Pension Planning and Compliance, September 2007
  • "Employee Benefits in Mergers and Acquisitions," The Best in Mergers and Acquisitions, 1999
  • "Employee Benefits in Mergers and Acquisitions," The Banking Law Journal, 1996

Speeches and Seminars

  • "Fiduciary Training: Limiting Liability," Presented to clients, October 2012, November 2012
  • "Health Care Reform and Year-End Benefit Plan Reviews: What's An Employer To Do?" Presented to clients in Phoenix, Ariz., October 23, 2012
  • Health Care Reform Roundtable, Presented to clients in St. Louis, Mo., September 21, 2012
  • "Regulatory Updates Affecting ER Health Care Plans," Presented to clients, May 17, 2012
  • "ERISA 408(b)(2) Fee Disclosure Rules," Presented to brokers, May 2012
  • “Regulatory Updates Health Care Reform,” Sponsored by the Bar Association of Metropolitan St. Louis, February 29, 2012
  • “Qualified Plans Regulatory Updates,” sponsored by the American Society of Pension Professionals & Actuaries, January 11, 2012
  • “Qualified Plans Determination Letter Updates,” sponsored by the American Society of Pension Professionals & Actuaries, January 11, 2012
  • “Retirement Plan Fee Issues,” sponsored by the American Bar Association, October 2011
  • 2010 Health Care Reform Act President's Forum, February 10, 2011
  • "Grandfathered Relief Under Health Care Reform," Presented to the St. Louis Area Business Health Coalition, June 15, 2010
  • "Executive Compensation: Current Issues & Trends (Planning for Tax Increases)," MO CLE Program, May 21, 2010
  • "Health Care Reform," Presented to clients in St. Louis, Mo., May 2010
  • "Health Care Reform," Presented to clients in Los Angeles, Calif., May 13, 2010
  • "Health Care Reform," Presented to the St. Louis Area Business Health Coalition, April 13, 2010
  • "Section 409A in a Nutshell," Sponsored by the Estate Planning Institute, St. Louis, Mo., April 2008
  • "409A and Other Compelling Executive Compensation Issues," Sponsored by CBIZ Annual Tax Conference, Las Vegas, Nev., June 2008
  • "Designing and Administering Stock Plans after 409A," Sponsored by the National Association of Stock Professionals, San Francisco, Calif., October 2007
  • "Section 409A," Sponsored by the Bar Association of Metropolitan St. Louis, St. Louis, Mo., June 21, 2007
  • "Pension Protection Act – What You Need to Know Now," Sponsored by the Bar Association of Metropolitan St. Louis, St. Louis, Mo.
  • "Effective ESOP Strategies," Sponsored by The President’s Forum, St. Louis, Missouri, February 2007
  • "Benefits for Religious Organizations," Sponsored by the Legal Resource Center for Religious Organizations, St. Louis, Mo., February 2007
  • "Best Practices for Designing and Maintaining Successful Benefit Programs," The Employee Benefits Legal Leadership Conference, Sponsored by Reed Logic, 2006
  • "Protecting Executive Compensation," Sponsored by the Maricopa County Arizona Bar Association, Phoenix, Ariz., 2006
  • "Current Developments in Executive Compensation," Sponsored as a Forum for Public Companies, St. Louis, Mo., September 2006
  • "Hedge Funds – Implications of Accepting Investments From ERISA Plans," Sponsored by Hedge Funds Regulation and Compliance, New York, N.Y., May 2006
  • "Executive Compensation: New Rules – High Stakes," Sponsored by Roth Capital, Laguna Beach, Calif., February 2006
  • "409A Compliance," Sponsored by the National Association of Stock Professionals, Chicago, Ill., October 2005
  • "Nonqualified Deferred Compensation," Sponsored by Hedge Funds Regulation and Compliance, New York, N.Y., 2005
  • "Deferred Compensation after the Jobs Act," Sponsored by the Fourth Annual Effective Hedge Fund, Tax Practices, New York, N.Y., 2005

Professional Affiliations

  • American Bar Association
    • Vice Chair, Deferred Compensation Section of REPTE
    • Previously served as Deputy Chair, Fiduciary Section of REPTE
  • American Law Institute CLE
    • Advisory Committee
  • TEGE: Tax Exempt & Governmental Entities (a national coalition between Benefits practitioners and government regulatory agencies) - Deputy Chair
  • Missouri Bar Association
  • Bar Association of Metropolitan St. Louis - Secretary of the Employee Benefits Section

Civic Involvement and Honors

  • Best Lawyers in America
  • Super Lawyers in Missouri & Kansas
  • Super Lawyers Corporate Counsel Edition
  • Who’s Who of American Women
  • Who’s Who of American Lawyers
  • AV Preeminent Woman Lawyer

Education

  • Valparaiso University, J.D., 1985
  • Valparaiso University, B.S.W., highest distinction, 1982

Admissions

  • Missouri, 1989
  • Illinois, 1990
  • Indiana, 1985
  • United States Tax Court
  • United States Court of Federal Claims
  • United States Court of Appeals for the Seventh Circuit
  • United States District Courts for the Northern and Southern Districts of Indiana

Related Web Sites